“Deglobalization is the most powerful theme in the world”

via Eric Peters in his wknd notes letter: “Deglobalization is the most powerful theme in the world,” said the investor. “It will reshape politics, economics and markets in profound ways.” The process has only just begun. “Everyone built global supply chains to produce goods for the US consumer.” In making those capital commitments, they assumed the geopolitical landscape and international trade relations in co...

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source https://thereformedbroker.com/2020/02/24/deglobalization-is-the-most-powerful-theme-in-the-world/